Your fiduciary firmaugmented
One OS to manage all your mandates. Swiss compliance built-in, contextual AI agents, complete traceability.
18h per FTE per month saved on data entry and compliance controls
Partner pricing
Partner pricing for fiduciary firms
Simple monthly pricing for fiduciary firms managing a portfolio of clients with Numezis.
Tier 0-10
0-10 active clientsCHF149/ month
Launch or compact portfolio in pilot phase.
Tier 11-30
11-30 active clientsCHF349/ month
Growing portfolio with consolidated oversight.
Tier 31-99
31-99 active clientsCHF699/ month
Multi-mandate industrialization and alert prioritization.
100+ clients
100+ active clientsCustom quote
Large volumes, SLAs, and tailored onboarding.
From 100 active clients, the scope is quoted with the Numezis team.
Revenue-share that scales with your book
A transparent commission model, designed to reward each mandate you onboard.
20%
recurring commission
12 months
on every onboarded client
CHF 0
additional CAC on your side
Your partner revenue, transparent
Simulation — final terms defined in the partner agreement.
Commission is paid on the first 12 months of each client's subscription, on top of your partner workspace pricing. Simulation for guidance only.
Your monthly commission
CHF 298/ mo
Incremental first-year revenue
CHF 3’576
Example
10 clients on Starter (CHF 149 / month) → CHF 30 / month recurring per client ≈ CHF 3,600 / year of incremental revenue, without additional CAC.
The daily reality of a firm, today
Scaling mandates shouldn't mean scaling complexity.
Juggling between 10 different tools per client.
Re-entering the same data into 5 different systems.
Manually verifying VAT compliance and QR-Bill for each client.
No consolidated view across the client portfolio.
Error risk multiplied by the number of mandates.
One cockpit for all your mandates
A single dashboard to manage all your mandates. Every client, every module, every action — in one place.
Your entire portfolio
Consolidated view of all your clients: statuses, active modules, recent activity, KPIs.
Direct access
Access each client's operations directly in one click.
Contextual switching
Switch between clients instantly, without login/logout.
Granular permissions
Control who sees what: by team member, by client, by group.
Compliance, built-in and automated
Compliance is not an add-on — it's woven into every operation.
Swiss VAT
Historized rates (7.7% → 8.1%), automatic resolution by transaction date.
QR-Bill
Automatic generation on every invoice, native validation.
ESTV declarations
Automatic calculation from the ledger, XML export ready to submit.
Chart of accounts
Country-specific chart and accounting controls pre-configured, ready to use.
Deterministic skills
VAT validation, reconciliation, payroll — tested, deterministic, and traceable.
Multi-country ready
Country-aware architecture, ready for FR/DE/EU expansion.
One agent for every mandate
The agent knows each client's context, applies business skills, and acts across apps — with full traceability.
Your agent
Available 24/7
Summarize TechFlow AG's situation this quarter.
Revenue up 12%. 3 unpaid invoices >30 days. VAT declaration Q1 ready, 2 discrepancies to review. Bank reconciliation: 98.5% automated.
Prepare the VAT declaration and create follow-up tasks.
VAT declaration Q1 prepared and ready for export. Follow-up tasks created and assigned to the relevant team members.
Complete client context via the business graph — the agent knows every mandate.
Deterministic skills: VAT, bank reconciliation, payroll — tested and traceable.
Full traceability of every action, every calculation, every linked document.
Human in the loop for sensitive decisions and critical validations.
Manage 50 clients like one
Every unit gain is multiplied by the number of mandates. That's the multiplier effect.
~18h
saved per FTE per month on entry and compliance (Sage 2025)
Auditable
Deterministic VAT, historized rates, traceable
Days
Not weeks — onboarding measured per pilot
1 cockpit
Portfolio view across every mandate
Partner dashboard with consolidated KPIs across all your clients.
Fiduciary team with scoping by client and by group.
Cross-client global search: invoices, contacts, documents.
Consolidated notifications and alerts across your entire portfolio.
All administration, in one OS
The essential modules for a fiduciary firm, in a single OS.
Accounting
Journal entries, general ledger, balance sheet and P&L with country-specific accounting controls.
Complete client context via the business graph — the agent knows every mandate.
Deterministic skills: VAT, bank reconciliation, payroll — tested and traceable.
Full traceability of every action, every calculation, every linked document.
When everything is connected, gains become mechanical.
What changes for your firm
The multiplier effect: every gain is multiplied by the number of mandates.
Quarterly close
Continuous
3 days per client, manual checks, multiple exports.
Automated, continuous reconciliation, 2h per client.
VAT compliance
Auditable
Manual rate verification, error-prone, frequent corrections.
Deterministic VAT validation, historized rates, auditable.
Client onboarding
Pilot-measured
2 weeks of manual setup, chart of accounts entry.
Template + automated import — operational in days (pilot-measured).
Quarterly close
Continuous
Before — 3 days per client, manual checks, multiple exports.
After — Automated, continuous reconciliation, 2h per client.
VAT compliance
Auditable
Before — Manual rate verification, error-prone, frequent corrections.
After — Deterministic VAT validation, historized rates, auditable.
Client onboarding
Pilot-measured
Before — 2 weeks of manual setup, chart of accounts entry.
After — Template + automated import — operational in days (pilot-measured).
From first call to scale, in 4 steps
Transparent process, no surprises.
- Step 1
Discovery
30-minute call to map your portfolio, tooling and operating model.
- Step 2
Live demo
Platform walkthrough on a real mandate — no slides, your data.
- Step 3
Pilot 1–2 clients
Onboard 1–2 mandates, measure actual time saved and compliance fit.
- Step 4
Scale
Roll out across your portfolio with standard partner pricing.
Questions fiduciaries ask
Straight answers to the objections we hear most.
Fiduciary-grade security
Client confidentiality is sacred. Numezis is designed to respect it.
Client isolation
- Every mandate is isolated by design
- Your team members only see authorized clients
- Granular scoping by user and by group
Data in Switzerland
- Hosted in Switzerland by default
- GDPR and nLPD compliant
- Trusted Swiss infrastructure
Audit trail
- Every action is traced with the real actor's identity
- Complete modification history
- Structured reviewer export with traceability
Encryption
- Encryption in transit and at rest
- Least-privilege access
- Strong authentication and secure sessions
Ready to augment your firm?
Join the fiduciary firms transforming their practice with Numezis.